- CRM Management
- Admin Support
- Diary Management
We are seeking a dynamic and detail-oriented Business Development Support/Executive Assistant to join a successful Asset Manager on a Maternity Leave contract. This role is crucial in driving business development efforts and providing exceptional support to the Sales Managers. The ideal candidate will be proactive, organized, and capable of handling multiple tasks efficiently. You must also be friendly, approachable and able to work well as part of a team.
Responsibilities include:
- Preparing meeting notes for Relationships Managers
- Deliver reports in response to RM requests and take responsibilties for uploading to CRM system correctly.
- Provide support where necessary for any management reporting needs.
- Completing follow-up to prospects in a timely manner
- Client Onboarding
- Assist with Calendar Management
- Assist with preparation of Marketing Materials for Roadshows/Events.
This is a minimum of 12month contract, but can be longer if candidates are immediately available to start. Candidates must demonstrate experience of working within Financial Services or Asset Management in a Sales Support/Investor Relations based environment.
For more details, please apply and get in touch!